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  1. Invoicing | Files - Ability to attach files before adding contact

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    41 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, some time on from my last update we'd love to share further developments in this space with you here.

    Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.

    For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂

    On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…

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    Simon Marshall commented  · 

    Is there any more news on this issue?

    I fill out all the details for the invoice from the file that I previously upload to Xero.

    Until I can attach the file I dont know the contact details which the new invoice system demands to be the initial step.

    This is critical in our business.

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    Simon Marshall commented  · 

    The new invoicing page no longer allows you to attach/upload a file without filling out a contacts details first.

    We manually take images and upload them with the Xero App of our handwritten "in the scheme sales forms" which have all the HMRC required details filled out by the customer at the time of purchase.

    Previously I could create a new invoice, immediately attach the image of the form from Xero's Files library and then fill out all the details regarding the customer, and sales information from the image.

    Now you must put the customers details in first which I dont have unless until I view the form. please can the restriction be lifted.

    Simon Marshall supported this idea  ·